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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in iShares Core S&P 500 ETF in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 706 increasing their positions, 847 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+43
Holders Change %
+2.28%
% of All Funds
39.09%
Holding in Top 10
624
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.32%
% of All Funds
12.62%
New
116
Increased
706
Reduced
847
Closed
49
Calls
$160M
Puts
$96.4M
Net Calls
+$64M
Net Calls Change
+$15.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.91B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$712M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$673M
4
BlackRock
BlackRock
New York
+$343M
5
Osaic Holdings
Osaic Holdings
Arizona
+$254M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$559M
2
PPFA
Provida Pension Fund Administrator
Chile
-$472M
3
BA
Bridgewater Associates
Connecticut
-$353M
4
PPA
Parametric Portfolio Associates
Washington
-$305M
5
Wells Fargo
Wells Fargo
California
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOTW
851
Bank of the West
California
$4.85M -$269K -801 -5%
MBT
852
Montecito Bank & Trust
California
$4.82M -$449K -1,336 -9%
FHC
853
First Heartland Consultants
Missouri
$4.79M -$34.6K -103 -0.7%
NPP
854
New Potomac Partners
Maryland
$4.78M +$672K +2,001 +16%
C
855
Clearshares
New York
$4.77M – – –
HSA
856
HBK Sorce Advisory
Pennsylvania
$4.77M -$2.35M -6,986 -33%
PCG
857
Private Capital Group
Connecticut
$4.77M -$192K -572 -4%
PWA
858
Peterson Wealth Advisors
Utah
$4.75M -$151K -448 -3%
NSIM
859
North Star Investment Management
Illinois
$4.73M +$1.99M +5,912 +72%
Jones Financial Companies
860
Jones Financial Companies
Missouri
$4.7M -$500K -1,487 -10%
MWP
861
MYCIO Wealth Partners
Pennsylvania
$4.68M +$3.7K +11 +0.1%
MC
862
Middleton & Co
Massachusetts
$4.68M -$324K -965 -6%
SWA
863
Stratos Wealth Advisors
Ohio
$4.67M +$7.39K +22 +0.2%
MWC
864
MBM Wealth Consultants
Missouri
$4.65M -$110K -327 -2%
DI
865
DAGCO Inc
Ohio
$4.64M +$158K +470 +4%
TA
866
Townsend & Associates
Colorado
$4.62M +$473K +1,358 +11%
GLA
867
Good Life Advisors
Pennsylvania
$4.6M -$1.31M -3,899 -22%
VFP
868
Verus Financial Partners
Virginia
$4.6M -$20.3M -60,479 -82%
APG
869
Abacus Planning Group
South Carolina
$4.6M -$538K -1,600 -10%
JA
870
JVL Associates
Michigan
$4.58M -$301K -896 -6%
AC
871
Allstate Corporation
Illinois
$4.54M -$36.3M -108,045 -89%
MCM
872
Makena Capital Management
California
$4.53M -$600K -1,786 -12%
PO
873
Private Ocean
California
$4.48M -$77.3K -230 -2%
SAM
874
Shone Asset Management
California
$4.48M -$32.8K -94 -0.7%
EI
875
Ellevest Inc
New York
$4.47M +$4.35M +12,935 +3,515%
33 34
35
36 37